Canadian Securities Institute
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Canadian Securities Institute Employees
Employee
Years
Job
Industry
Ann Richards Ann Richards's Canadian Securities Institute Experience April 1997 - Present
Job The C.A. Retirement Specialist
Industry Investment Management
Experience
Cdn Initiative for Elder Planning Studies May 2004 - Present
Canadian Securities Institute April 1997 - Present
Financial Planning Standards Council 1995 - Present
CIBC Wood Gundy April 1994 - Present
CIBC 1994 - Present
CIBC World Markets 1994 - Present
York Condominium Corporation #288 May 2002 - April 2012
Digital Equipment Corporation 1992 - 1994
Touche Ross Management Consultant 1987 - 1991
InterContinental Hotels Group 1985 - 1987
Skills
Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Discretionary Asset..., Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Wealth, Investments
Education
CICA 1982 — 2013
CPA, C.A., Accounting
The University of British Columbia 1976 — 1978
B.A. (Math), Mathematics
West Vancouver Secondary School
High School Diploma
Cdn Initiative for Elder Planning Studies May 2004 - Present
Canadian Securities Institute April 1997 - Present
Financial Planning Standards Council 1995 - Present
CIBC Wood Gundy April 1994 - Present
CIBC 1994 - Present
CIBC World Markets 1994 - Present
York Condominium Corporation #288 May 2002 - April 2012
Digital Equipment Corporation 1992 - 1994
Touche Ross Management Consultant 1987 - 1991
InterContinental Hotels Group 1985 - 1987
Skills
Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Discretionary Asset..., Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Wealth, Investments
Education
CICA 1982 — 2013
CPA, C.A., Accounting
The University of British Columbia 1976 — 1978
B.A. (Math), Mathematics
West Vancouver Secondary School
High School Diploma
Vania Hosein Vania Hosein's Canadian Securities Institute Experience December 2007 - November 2013
Job Curriculum Design & Project Management
Industry Investment Management
Experience
Camp Oochigeas April 2014 - Present
Edward Jones December 2013 - Present
College of Nurses of Ontario September 2011 - November 2013
ScotiaLife Insurance Company July 2011 - November 2013
Dun and Bradstreet July 2008 - November 2013
Canadian Securities Institute December 2007 - November 2013
Optima Communication International Inc May 2007 - November 2013
Toronto Hydro May 2007 - November 2013
ACE Group December 2010 - March 2011
ClientLogic/Sitel - Toronto Hydro Electric System Limited July 2003 - May 2007
Skills
Workshop Facilitation, Workforce Management, Staff Development, Contact Centers, Employee Training, Training, Performance Management, Project Management, Call Centers, Customer Experience, Call Center, Coaching, Contract Negotiation, Leadership, Recruiting, Human Resources, Customer Satisfaction, Outsourcing, Team Building, Management, Customer Service
Education
Humber College
Camp Oochigeas April 2014 - Present
Edward Jones December 2013 - Present
College of Nurses of Ontario September 2011 - November 2013
ScotiaLife Insurance Company July 2011 - November 2013
Dun and Bradstreet July 2008 - November 2013
Canadian Securities Institute December 2007 - November 2013
Optima Communication International Inc May 2007 - November 2013
Toronto Hydro May 2007 - November 2013
ACE Group December 2010 - March 2011
ClientLogic/Sitel - Toronto Hydro Electric System Limited July 2003 - May 2007
Skills
Workshop Facilitation, Workforce Management, Staff Development, Contact Centers, Employee Training, Training, Performance Management, Project Management, Call Centers, Customer Experience, Call Center, Coaching, Contract Negotiation, Leadership, Recruiting, Human Resources, Customer Satisfaction, Outsourcing, Team Building, Management, Customer Service
Education
Humber College
Denise M. Levine, CIM, FCSI, CFP, RRC Denise M. Levine, CIM, FCSI, CFP, RRC's Canadian Securities Institute Experience January 1998 - January 2000
Job Investment and Retirement Planner at RBC
Industry Financial Services
Experience
University Women's Club of Vancouver (UWCV) June 2015 - Present
RBC January 2013 - Present
CIBC Imperial Service January 1998 - January 2013
CIBC Imperial Service January 2000 - January 2001
Canadian Bankers Association January 1998 - January 2000
Canadian Securities Institute January 1998 - January 2000
Junior Achievement Canada January 1998 - January 2000
CIBC Securities Inc January 1996 - January 1998
CIBC Securities Inc January 1993 - January 1996
CIBC Securities Inc January 1993 - January 1996
Skills
Coaching, Workshop Facilitation, Financial Goals, Instructional Design, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Portfolio Management, Banking, Leadership Development, Relationship Management, Succession Planning, Retirement, Personal Finance, Financial Advisory, Investment Management, Financial Analysis, Business Development, Training, Asset Allocation, Sales, Small Business, Finance, Leadership, Credit, Strategy, Financial Planning, Public Speaking, Social Networking, Team Building, Financial Risk, Team Leadership
Education
The Canadian Institute of Financial Planning 2009 — 2009
Registered Retirement Consultant (RRC), Retirement Planning and Consulting
Financial Planning Standards Council 2001 — 2001
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1995 — 2001
Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Portfolio Management
The University of British Columbia 1988 — 1990
Arts, English
University Women's Club of Vancouver (UWCV) June 2015 - Present
RBC January 2013 - Present
CIBC Imperial Service January 1998 - January 2013
CIBC Imperial Service January 2000 - January 2001
Canadian Bankers Association January 1998 - January 2000
Canadian Securities Institute January 1998 - January 2000
Junior Achievement Canada January 1998 - January 2000
CIBC Securities Inc January 1996 - January 1998
CIBC Securities Inc January 1993 - January 1996
CIBC Securities Inc January 1993 - January 1996
Skills
Coaching, Workshop Facilitation, Financial Goals, Instructional Design, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Portfolio Management, Banking, Leadership Development, Relationship Management, Succession Planning, Retirement, Personal Finance, Financial Advisory, Investment Management, Financial Analysis, Business Development, Training, Asset Allocation, Sales, Small Business, Finance, Leadership, Credit, Strategy, Financial Planning, Public Speaking, Social Networking, Team Building, Financial Risk, Team Leadership
Education
The Canadian Institute of Financial Planning 2009 — 2009
Registered Retirement Consultant (RRC), Retirement Planning and Consulting
Financial Planning Standards Council 2001 — 2001
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1995 — 2001
Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Portfolio Management
The University of British Columbia 1988 — 1990
Arts, English
Fang Sheng Fang Sheng's Canadian Securities Institute Experience 2009 - Present
Job Certified Translator, CSWP
Industry Translation and Localization
Experience
Rotman School of Management, University of Toronto October 2012 - Present
Canadian Securities Institute 2009 - Present
Be-On Communications July 2007 - Present
Schulich School of Business 2005 - Present
York University 2004 - 2015
York University 2004 - 2015
North American International Cooperation Association (NAICA) 2014 - 2014
North American International Cooperation Association (NAICA) 2014 - 2014
Investors Group Financial Services Inc. 2011 - 2012
Multilingual Community Interpreter Services (MCIS) 2008 - 2012
Skills
Translation, Multilingual, Legal Translation, Business, Finance, Proofreading, Technical Translation, Language Services, Website Localization, Training, Localization, Interpreting, Non-profits, Linguistics, Trados, Terminology, Foreign Languages, Subtitling, Nonprofits, Medical Translation, Intercultural...
Education
Shall We Dance Studio 2006 — 2018
Ballroom Dancing
York University - Schulich School of Business 1998 — 2000
MBA, Arts & Media Administration
Beijing Foreign Studies University 1988 — 1992
Bachelor of Art, English
Rotman School of Management, University of Toronto October 2012 - Present
Canadian Securities Institute 2009 - Present
Be-On Communications July 2007 - Present
Schulich School of Business 2005 - Present
York University 2004 - 2015
York University 2004 - 2015
North American International Cooperation Association (NAICA) 2014 - 2014
North American International Cooperation Association (NAICA) 2014 - 2014
Investors Group Financial Services Inc. 2011 - 2012
Multilingual Community Interpreter Services (MCIS) 2008 - 2012
Skills
Translation, Multilingual, Legal Translation, Business, Finance, Proofreading, Technical Translation, Language Services, Website Localization, Training, Localization, Interpreting, Non-profits, Linguistics, Trados, Terminology, Foreign Languages, Subtitling, Nonprofits, Medical Translation, Intercultural...
Education
Shall We Dance Studio 2006 — 2018
Ballroom Dancing
York University - Schulich School of Business 1998 — 2000
MBA, Arts & Media Administration
Beijing Foreign Studies University 1988 — 1992
Bachelor of Art, English
Debra Greig Debra Greig's Canadian Securities Institute Experience 1997 - 2001
Job Owner, ShirWin Knowledge & Learning Systems Inc.
Industry Computer Software
Experience
ShirWin Knowledge & Learning Systems Inc. May 2000 - Present
Canadian Securities Institute 1997 - 2001
F.W.Woolworth Co. June 1988 - July 1991
Skills
Instructional Design, Instructional Writing, Instructional Technology, Entrepreneurship, E-Learning, Learning Management..., Coaching, Team Building, Business Process..., Training, Organizational..., Workshop Facilitation, Consulting, Start-ups, Executive Coaching, Executive Management, Strategy
Education
University of Alberta 1997 — 1999
MBA, Management Information Systems
University of Alberta 1992 — 1996
BSc, Computing Science
ShirWin Knowledge & Learning Systems Inc. May 2000 - Present
Canadian Securities Institute 1997 - 2001
F.W.Woolworth Co. June 1988 - July 1991
Skills
Instructional Design, Instructional Writing, Instructional Technology, Entrepreneurship, E-Learning, Learning Management..., Coaching, Team Building, Business Process..., Training, Organizational..., Workshop Facilitation, Consulting, Start-ups, Executive Coaching, Executive Management, Strategy
Education
University of Alberta 1997 — 1999
MBA, Management Information Systems
University of Alberta 1992 — 1996
BSc, Computing Science
Sandra Zarifeh Hajjar Sandra Zarifeh Hajjar's Canadian Securities Institute Experience September 1997 - May 2002
Job Desktop & Graphic Designer
Industry Building Materials
Experience
H. Paulin & Co., a division of The Hillman Group Canada ULC November 2002 - Present
Canadian Securities Institute September 1997 - May 2002
Skills
Typography, QuarkXPress, Layout, Photoshop, InDesign, Corel Draw, Pre-press, Illustration, PowerPoint, Microsoft Word, Illustrator, Graphic Design, Brochures, Mac, Packaging, Logo Design, Dreamweaver, Web Design, Adobe Acrobat, Corporate Identity, Catalogs, Photography, Graphics, Advertising, Image Editing, Flyers
Education
Seneca College of Applied Arts and Technology 1990 — 1993
Diploma, Graphic Design
H. Paulin & Co., a division of The Hillman Group Canada ULC November 2002 - Present
Canadian Securities Institute September 1997 - May 2002
Skills
Typography, QuarkXPress, Layout, Photoshop, InDesign, Corel Draw, Pre-press, Illustration, PowerPoint, Microsoft Word, Illustrator, Graphic Design, Brochures, Mac, Packaging, Logo Design, Dreamweaver, Web Design, Adobe Acrobat, Corporate Identity, Catalogs, Photography, Graphics, Advertising, Image Editing, Flyers
Education
Seneca College of Applied Arts and Technology 1990 — 1993
Diploma, Graphic Design
Issack Derchansky's Canadian Securities Institute Experience July 2006 - August 2006
Job Real Estate Lawyer
Industry Law Practice
Experience
Derchansky Legal June 2010 - Present
Canadian Securities Transition Office November 2009 - June 2010
Ontario Securities Commission August 2008 - October 2009
Yigal Arnon & Co. May 2007 - July 2007
Canadian Securities Institute July 2006 - August 2006
Student Legal Research Business April 2006 - August 2006
PhotoMagic May 2001 - August 2005
L'Oreal January 2005 - June 2005
Skills
real estate law, domestic and..., residential real estate, condominium property, Rental Real Estate, Property Law, Investment Properties, Condos, Securities Regulation, Legal Research, Residential Homes, Real Estate, Property, Finance, International Clients, Analysis, Negotiation
Education
The University of Western Ontario 2005 — 2008
LL.B.
Canadian Securities Institute 2006 — 2006
CSC, Securities Regulation
York University - Schulich School of Business 2001 — 2005
iBBA, Finance and Marketing
BI Norwegian Business School 2004 — 2004
iBBA, International Business
Derchansky Legal June 2010 - Present
Canadian Securities Transition Office November 2009 - June 2010
Ontario Securities Commission August 2008 - October 2009
Yigal Arnon & Co. May 2007 - July 2007
Canadian Securities Institute July 2006 - August 2006
Student Legal Research Business April 2006 - August 2006
PhotoMagic May 2001 - August 2005
L'Oreal January 2005 - June 2005
Skills
real estate law, domestic and..., residential real estate, condominium property, Rental Real Estate, Property Law, Investment Properties, Condos, Securities Regulation, Legal Research, Residential Homes, Real Estate, Property, Finance, International Clients, Analysis, Negotiation
Education
The University of Western Ontario 2005 — 2008
LL.B.
Canadian Securities Institute 2006 — 2006
CSC, Securities Regulation
York University - Schulich School of Business 2001 — 2005
iBBA, Finance and Marketing
BI Norwegian Business School 2004 — 2004
iBBA, International Business
Shawn Fischtein Shawn Fischtein's Canadian Securities Institute Experience September 2007 - September 2010
Job CEO at VS Entertainment Inc.
Industry Entertainment
Experience
VS Entertainment Inc. February 2014 - Present
arvato Systems China September 2010 - September 2013
Canadian Securities Institute September 2007 - September 2010
Reliance Home Comfort August 2004 - September 2007
Skills
Business Analysis, Project Management, Process Improvement, Business Process..., Business Intelligence, SharePoint, Microsoft Office, Change Management, Strategic Planning, Business Strategy, Customer Service, Business Objects, Team Leadership, Microsoft SQL Server, Business Development, Data Analysis, Vendor Management, Analysis, Business Process
Education
Seneca College of Applied Arts and Technology 2005 — 2005
Ryerson University 2002 — 2004
Aerospace, Aeronautical and Astronautical/Space Engineering
VS Entertainment Inc. February 2014 - Present
arvato Systems China September 2010 - September 2013
Canadian Securities Institute September 2007 - September 2010
Reliance Home Comfort August 2004 - September 2007
Skills
Business Analysis, Project Management, Process Improvement, Business Process..., Business Intelligence, SharePoint, Microsoft Office, Change Management, Strategic Planning, Business Strategy, Customer Service, Business Objects, Team Leadership, Microsoft SQL Server, Business Development, Data Analysis, Vendor Management, Analysis, Business Process
Education
Seneca College of Applied Arts and Technology 2005 — 2005
Ryerson University 2002 — 2004
Aerospace, Aeronautical and Astronautical/Space Engineering
Eric Xu, MBA, MA, CFA, FRM Eric Xu, MBA, MA, CFA, FRM's Canadian Securities Institute Experience June 2009 - March 2010
Job Business Analysis at Scotiabank
Industry Capital Markets
Experience
Scotiabank January 2015 - Present
CIBC July 2010 - January 2015
Ontario Financing Authority March 2010 - June 2010
Canadian Securities Institute June 2009 - March 2010
Gildata August 2003 - October 2006
Skills
Market Risk, Derivatives, Risk Management, Capital Markets, Trading, Credit Risk, VBA, SQL, Quantitative Finance, Bloomberg, Financial Markets, Analysis, Portfolio Management, Investments, Counterparty Risk, Options, Financial Modeling, Financial Risk, Equities
Education
York University 2008 — 2009
Master of Business Administration (MBA), Graduate Diploma Program of Financial Engineering
Schulich School of Business 2007 — 2009
MBA, Capital Markets
Nanjing University 2000 — 2003
Master, Investment and Economics
Scotiabank January 2015 - Present
CIBC July 2010 - January 2015
Ontario Financing Authority March 2010 - June 2010
Canadian Securities Institute June 2009 - March 2010
Gildata August 2003 - October 2006
Skills
Market Risk, Derivatives, Risk Management, Capital Markets, Trading, Credit Risk, VBA, SQL, Quantitative Finance, Bloomberg, Financial Markets, Analysis, Portfolio Management, Investments, Counterparty Risk, Options, Financial Modeling, Financial Risk, Equities
Education
York University 2008 — 2009
Master of Business Administration (MBA), Graduate Diploma Program of Financial Engineering
Schulich School of Business 2007 — 2009
MBA, Capital Markets
Nanjing University 2000 — 2003
Master, Investment and Economics
Barry Novak Barry Novak's Canadian Securities Institute Experience 1987 - 2005
Job
Industry E-Learning
Experience
Chartered Professional Accountants of Canada December 2013 - Present
CICA March 2006 - November 2013
George Brown College January 2006 - April 2006
Canadian Securities Institute 1987 - 2005
Skills
E-Learning, Instructional Design, Coaching, Adult Education, Research, Social Media, Strategic Planning, Project Management, Team Leadership, Leadership, Program Management, Public Speaking, Policy, Training, Nonprofits, Staff Development
Education
George Brown College 2009 — 2013
Paralegal Certification
University of Toronto 1981 — 1982
B.Ed.
University of London 1979 — 1981
Master of Philosophy (MPhil)
Chartered Professional Accountants of Canada December 2013 - Present
CICA March 2006 - November 2013
George Brown College January 2006 - April 2006
Canadian Securities Institute 1987 - 2005
Skills
E-Learning, Instructional Design, Coaching, Adult Education, Research, Social Media, Strategic Planning, Project Management, Team Leadership, Leadership, Program Management, Public Speaking, Policy, Training, Nonprofits, Staff Development
Education
George Brown College 2009 — 2013
Paralegal Certification
University of Toronto 1981 — 1982
B.Ed.
University of London 1979 — 1981
Master of Philosophy (MPhil)
Gloria Li, PMP Gloria Li, PMP's Canadian Securities Institute Experience May 2007 - November 2008
Job Senior Case Manager at Donor Concierge
Industry Events Services
Experience
Donor Concierge May 2013 - Present
DNI Group LLC March 2012 - February 2013
OutsourceWorld LLC. August 2009 - June 2010
Canadian Securities Institute May 2007 - November 2008
IT Wolrd Canada April 2005 - April 2007
Shanghai SIBO Telecommunication April 2001 - July 2003
Shanghai Kohden Medical Electronic Instrument Corp 2000 - 2001
Skills
Program Management, Management, Project Management, Strategy, Outsourcing, Project Planning, Budgets, Marketing, New Business Development, Leadership, Event Management, Marketing Communications
Education
George Brown College 2004 — 2005
Diploma, Exhibition, Convention and Trade Show Management
Tianjin University 1996 — 2000
Bachelor, Applied Mathematics
Donor Concierge May 2013 - Present
DNI Group LLC March 2012 - February 2013
OutsourceWorld LLC. August 2009 - June 2010
Canadian Securities Institute May 2007 - November 2008
IT Wolrd Canada April 2005 - April 2007
Shanghai SIBO Telecommunication April 2001 - July 2003
Shanghai Kohden Medical Electronic Instrument Corp 2000 - 2001
Skills
Program Management, Management, Project Management, Strategy, Outsourcing, Project Planning, Budgets, Marketing, New Business Development, Leadership, Event Management, Marketing Communications
Education
George Brown College 2004 — 2005
Diploma, Exhibition, Convention and Trade Show Management
Tianjin University 1996 — 2000
Bachelor, Applied Mathematics
Randy Pond Randy Pond's Canadian Securities Institute Experience 2005 - 2007
Job Director IT
Industry Computer Networking
Experience
TBD May 2015 - Present
Halsall Associates October 2007 - May 2015
CSI Global Education Inc April 2005 - February 2007
Canadian Securities Institute 2005 - 2007
Compugen 2005 - 2006
SecureNet Services May 2000 - March 2005
CDI Education Corporation 1996 - 2002
CDI Education Corporation 1996 - 2002
Institute for Computer Studies 1996 - 2001
Skills
Project Management, Active Directory, SharePoint, Team Building, Strategic Planning, Team Leadership, Business Process..., AIIM Enterprise Content..., AIIM Enterprise Content..., IT Service Management, Virtualization, ITIL, Leadership, Security, Cloud Computing, Data Center, VPN, CRM, Disaster Recovery, VMware, TCP/IP, Vendor Management, Consulting, Information Technology, Windows Server, Training, Software Documentation, IT Management, System Administration, Integration, MS Project, Quality Assurance, Microsoft SQL Server, Infrastructure, Business Analysis, Program Management, Requirements Analysis, IT Strategy, Microsoft Exchange, Project Planning, Microsoft Project
Education
CDI College 1997 — 1997
Prince of Wales Collegiate
TBD May 2015 - Present
Halsall Associates October 2007 - May 2015
CSI Global Education Inc April 2005 - February 2007
Canadian Securities Institute 2005 - 2007
Compugen 2005 - 2006
SecureNet Services May 2000 - March 2005
CDI Education Corporation 1996 - 2002
CDI Education Corporation 1996 - 2002
Institute for Computer Studies 1996 - 2001
Skills
Project Management, Active Directory, SharePoint, Team Building, Strategic Planning, Team Leadership, Business Process..., AIIM Enterprise Content..., AIIM Enterprise Content..., IT Service Management, Virtualization, ITIL, Leadership, Security, Cloud Computing, Data Center, VPN, CRM, Disaster Recovery, VMware, TCP/IP, Vendor Management, Consulting, Information Technology, Windows Server, Training, Software Documentation, IT Management, System Administration, Integration, MS Project, Quality Assurance, Microsoft SQL Server, Infrastructure, Business Analysis, Program Management, Requirements Analysis, IT Strategy, Microsoft Exchange, Project Planning, Microsoft Project
Education
CDI College 1997 — 1997
Prince of Wales Collegiate
Juan Bombet Arangote, CPA, CMA, FP&A Juan Bombet Arangote, CPA, CMA, FP&A's Canadian Securities Institute Experience Apr 2015 — Jul 2016
Job
Industry Aviation & Aerospace
Experience
York University May 2016 — Present
Greater Toronto Airports Authority Mar 2008 — Feb 2016
Canadian Securities Institute Apr 2015 — Jul 2016
Greater Toronto Airports Authority March 2008 — December 2008
Ontario Public Service July 2007 — February 2008
CSI Global Education Inc. April 2005 — July 2007
Hain Celestial Canada May 2004 — December 2004
Palladium Development Company February 2003 — April 2004
Lopez Holdings Corp. March 1999 — July 2002
Citibank November 1996 — March 1999
Skills
Financial Analysis, Financial Modeling, Business Planning, Budgeting, Project Finance, Variance Analysis, Corporate Treasury, Technical Presentations, Capital Structure, M&A experience, Equity Research, Investor Relations, Strategic Financial..., Budgets, Treasury Management, Analysis, Accounting, Forecasting, Strategy, Training, Equities, Finance, Cross-functional Team..., Business Analysis, Outsourcing, Mergers & Acquisitions, Restructuring, Corporate Finance, Financial Planning
Education
Society of Management Accountants 2005 — 2007
CMA
Canadian Securities Institute (CSI) 2005 — 2005
Canadian Securities Course
Asian Institute of Management 2000 — 2001
Diploma on Leadership
De La Salle University 1989 — 1992
BS Accountancy
San Beda College 1985 — 1989
High School
York University May 2016 — Present
Greater Toronto Airports Authority Mar 2008 — Feb 2016
Canadian Securities Institute Apr 2015 — Jul 2016
Greater Toronto Airports Authority March 2008 — December 2008
Ontario Public Service July 2007 — February 2008
CSI Global Education Inc. April 2005 — July 2007
Hain Celestial Canada May 2004 — December 2004
Palladium Development Company February 2003 — April 2004
Lopez Holdings Corp. March 1999 — July 2002
Citibank November 1996 — March 1999
Skills
Financial Analysis, Financial Modeling, Business Planning, Budgeting, Project Finance, Variance Analysis, Corporate Treasury, Technical Presentations, Capital Structure, M&A experience, Equity Research, Investor Relations, Strategic Financial..., Budgets, Treasury Management, Analysis, Accounting, Forecasting, Strategy, Training, Equities, Finance, Cross-functional Team..., Business Analysis, Outsourcing, Mergers & Acquisitions, Restructuring, Corporate Finance, Financial Planning
Education
Society of Management Accountants 2005 — 2007
CMA
Canadian Securities Institute (CSI) 2005 — 2005
Canadian Securities Course
Asian Institute of Management 2000 — 2001
Diploma on Leadership
De La Salle University 1989 — 1992
BS Accountancy
San Beda College 1985 — 1989
High School
Joel Silverstone's Canadian Securities Institute Experience January 2006 - Present
Job Facilitator & Coach | Elevating your communication skills in Sales, Leadership & Presentations.
Industry Professional Training & Coaching
Experience
myPractice / Bottomline Group January 2009 - Present
The Summit Group, Inc. September 2009 - Present
Pitch Communications May 2009 - Present
UNIVentures March 2009 - Present
Canadian Securities Institute January 2006 - Present
IsaiX Technologies September 2009 - October 2012
e-roleplay May 2001 - September 2012
Leading Communicators Inc. October 2009 - October 2011
Security Weaver April 2007 - January 2008
Toyota August 2006 - 2008
Education
MHS
Certification, EQ-I 2.0 / EQ 360
Concordia University
BFA, Theatre Performance
Vanier College
D.E.CCreative Arts, Theatre Major
myPractice / Bottomline Group January 2009 - Present
The Summit Group, Inc. September 2009 - Present
Pitch Communications May 2009 - Present
UNIVentures March 2009 - Present
Canadian Securities Institute January 2006 - Present
IsaiX Technologies September 2009 - October 2012
e-roleplay May 2001 - September 2012
Leading Communicators Inc. October 2009 - October 2011
Security Weaver April 2007 - January 2008
Toyota August 2006 - 2008
Education
MHS
Certification, EQ-I 2.0 / EQ 360
Concordia University
BFA, Theatre Performance
Vanier College
D.E.CCreative Arts, Theatre Major
Andy Dam's Canadian Securities Institute Experience 2002 - 2004
Job Agile Professional at Symantec
Industry Information Technology and Services
Experience
Symantec September 2011 - September 2014
Symantec Corporation May 2008 - August 2011
Rogers Media Inc. 2007 - 2008
Canadian Securities Institute 2002 - 2004
Skills
Agile Project Management, Agile Methodologies, Analytics, E-commerce, Online Marketing, Software Development, Web Development, Scrum, XML, Web Analytics, Mobile Applications, JavaScript, HTML, CSS, CMS, SaaS, jQuery, User Experience
Education
Seneca College of Applied Arts and Technology 1997 — 1999
diploma, Computer Programming
Symantec September 2011 - September 2014
Symantec Corporation May 2008 - August 2011
Rogers Media Inc. 2007 - 2008
Canadian Securities Institute 2002 - 2004
Skills
Agile Project Management, Agile Methodologies, Analytics, E-commerce, Online Marketing, Software Development, Web Development, Scrum, XML, Web Analytics, Mobile Applications, JavaScript, HTML, CSS, CMS, SaaS, jQuery, User Experience
Education
Seneca College of Applied Arts and Technology 1997 — 1999
diploma, Computer Programming
Chris Tiltins's Canadian Securities Institute Experience June 2003 - September 2003
Job Head of Services at Apex Facility Resources
Industry Computer Software
Experience
Apex Facility Resources September 2015 - Present
KiSP Inc June 2000 - Present
Canadian Securities Institute June 2003 - September 2003
Skills
Training, Management, CRM, Project Planning, Coaching, Project Management, Program Management, Account Management, Strategic Planning, New Business Development, Curriculum Design, Team Leadership, Customer Service, Presentations, Business Process Mapping, IT Project & Program..., Courses, Leadership, Team Building, On-Site / Web-Based..., Communication Skills, Coaching & Advising, Client Relationship..., Adult Learning..., Follow-Up & Problem..., Web Applications, Lesson Planning
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Adult Education / Staff Training Certificate, Adult and Continuing Education and Teaching
York University - Schulich School of Business 1999 — 2003
Bachelor, Business Administration
Apex Facility Resources September 2015 - Present
KiSP Inc June 2000 - Present
Canadian Securities Institute June 2003 - September 2003
Skills
Training, Management, CRM, Project Planning, Coaching, Project Management, Program Management, Account Management, Strategic Planning, New Business Development, Curriculum Design, Team Leadership, Customer Service, Presentations, Business Process Mapping, IT Project & Program..., Courses, Leadership, Team Building, On-Site / Web-Based..., Communication Skills, Coaching & Advising, Client Relationship..., Adult Learning..., Follow-Up & Problem..., Web Applications, Lesson Planning
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Adult Education / Staff Training Certificate, Adult and Continuing Education and Teaching
York University - Schulich School of Business 1999 — 2003
Bachelor, Business Administration
Brian Cheong's Canadian Securities Institute Experience June 2001 - February 2007
Job Senior Technical Systems Analyst at RBC Dexia Investor Services
Industry Banking
Experience
RBC Investor & Treasury Services May 2008 - Present
Patheon Inc. February 2007 - April 2008
Canadian Securities Institute June 2001 - February 2007
Skills
Business Requirements, Java Enterprise Edition, Microsoft SQL Server, Requirements Gathering, SDLC, SQL, Databases, Software Development, .NET, Systems Analysis, Crystal Reports, Web Applications, Data Migration
Education
Ryerson University 1999 — 2003
Bachelor of Science (B.Sc.), Computer Science
RBC Investor & Treasury Services May 2008 - Present
Patheon Inc. February 2007 - April 2008
Canadian Securities Institute June 2001 - February 2007
Skills
Business Requirements, Java Enterprise Edition, Microsoft SQL Server, Requirements Gathering, SDLC, SQL, Databases, Software Development, .NET, Systems Analysis, Crystal Reports, Web Applications, Data Migration
Education
Ryerson University 1999 — 2003
Bachelor of Science (B.Sc.), Computer Science
Allen Bessel's Canadian Securities Institute Experience 2003 - 2007
Job Strategy Consultant, Facilitator and Coach
Industry Financial Services
Experience
Independant July 2010 - Present
Transition Science Inc. December 2008 - Present
Canadian Securities Institute 2003 - 2007
Sun Life Financial 1999 - 2002
TD Bank October 1996 - March 1999
TD Bank Group 1996 - 1997
TD Bank Group 1995 - 1996
TD Bank Group 1994 - 1995
TD Bank Group 1990 - 1994
TD Bank Group 1981 - 1989
Skills
Customer Experience, Coaching, Transition Management, Team Management, Change Leadership, Strategic Thinking, Organizational..., Strategy Development, Business Transformation, Executive Coaching, Sales Management, Change Management, Strategy, Talent Management, Business Development, Marketing Strategy, Team Building, Management, Leadership Development, Business Planning, Leadership, Performance Management, Executive Management, Human Resources, Marketing, Sales, Strategic Planning, Business Strategy, CRM, Management Consulting, Start-ups, Consulting
Education
Royal Roads University
Certified Executive Coach
Multi-Health Systems
Bar-On Emotional Quotient Inventory Assessor
Canadian Securities Institue
Partners, Directors and Officers
Insitute of Canadian Bankers
Fellow
Saskatchewan Institute of Applied Arts, Sciences and Technology 1979 — 1981
Diploma, Business Administration and Management, General
Independant July 2010 - Present
Transition Science Inc. December 2008 - Present
Canadian Securities Institute 2003 - 2007
Sun Life Financial 1999 - 2002
TD Bank October 1996 - March 1999
TD Bank Group 1996 - 1997
TD Bank Group 1995 - 1996
TD Bank Group 1994 - 1995
TD Bank Group 1990 - 1994
TD Bank Group 1981 - 1989
Skills
Customer Experience, Coaching, Transition Management, Team Management, Change Leadership, Strategic Thinking, Organizational..., Strategy Development, Business Transformation, Executive Coaching, Sales Management, Change Management, Strategy, Talent Management, Business Development, Marketing Strategy, Team Building, Management, Leadership Development, Business Planning, Leadership, Performance Management, Executive Management, Human Resources, Marketing, Sales, Strategic Planning, Business Strategy, CRM, Management Consulting, Start-ups, Consulting
Education
Royal Roads University
Certified Executive Coach
Multi-Health Systems
Bar-On Emotional Quotient Inventory Assessor
Canadian Securities Institue
Partners, Directors and Officers
Insitute of Canadian Bankers
Fellow
Saskatchewan Institute of Applied Arts, Sciences and Technology 1979 — 1981
Diploma, Business Administration and Management, General
Torstein Braaten's Canadian Securities Institute Experience May 2009 - June 2011
Job Capital Markets Executive
Industry Capital Markets
Experience
Sailing Vessel Nordic Belle II May 2015 - Present
TriAct Canada Marketplace LP June 2006 - May 2015
Canadian Securities Institute May 2009 - June 2011
ITG Canada Corp. June 2006 - September 2010
RBC Capital Markets September 2001 - May 2006
Bank of America May 2000 - September 2001
BMO Nesbitt Burns May 1997 - May 2000
RBC Action Direct 1993 - 1997
RBC 1992 - 1993
Skills
Market Structure, Trading Systems, Equities, Capital Markets, Trading, Derivatives, Equity Trading, Investments, Securities, Electronic Trading, Financial Markets, Smart Order Routing, Options, Fixed Income, Hedge Funds, FX, Risk Management, Compliance, Investment Banking, Equity Derivatives, Market Data, Banking, Commodities, Business Strategy, Proprietary Trading, Strategic Planning, Product Management, New Business Development, Corporate Governance, Securities Regulation, ETFs, Trading Technology, Wealth Management, Low Latency, Trading Strategies, Mutual Funds, Series 7, FINRA, AML, Asset Management, Investment Management, Bonds, Series 63, Financial Services, Credit, Structured Products, Alternative Investments
Education
University of Toronto - Rotman School of Management 2014 — 2015
ICD.D
Carleton University 1988 — 1992
B.Comm Honours
Sailing Vessel Nordic Belle II May 2015 - Present
TriAct Canada Marketplace LP June 2006 - May 2015
Canadian Securities Institute May 2009 - June 2011
ITG Canada Corp. June 2006 - September 2010
RBC Capital Markets September 2001 - May 2006
Bank of America May 2000 - September 2001
BMO Nesbitt Burns May 1997 - May 2000
RBC Action Direct 1993 - 1997
RBC 1992 - 1993
Skills
Market Structure, Trading Systems, Equities, Capital Markets, Trading, Derivatives, Equity Trading, Investments, Securities, Electronic Trading, Financial Markets, Smart Order Routing, Options, Fixed Income, Hedge Funds, FX, Risk Management, Compliance, Investment Banking, Equity Derivatives, Market Data, Banking, Commodities, Business Strategy, Proprietary Trading, Strategic Planning, Product Management, New Business Development, Corporate Governance, Securities Regulation, ETFs, Trading Technology, Wealth Management, Low Latency, Trading Strategies, Mutual Funds, Series 7, FINRA, AML, Asset Management, Investment Management, Bonds, Series 63, Financial Services, Credit, Structured Products, Alternative Investments
Education
University of Toronto - Rotman School of Management 2014 — 2015
ICD.D
Carleton University 1988 — 1992
B.Comm Honours
Eniko Oszlai's Canadian Securities Institute Experience 2005 - 2006
Job Plan Implementation Manager at Manulife Financial
Industry Financial Services
Experience
Manulife Financial 2006 - Present
Canadian Securities Institute 2005 - 2006
Fairmont Hotels and Resorts 2005 - 2005
Freshfields Bruckhaus Deringer 2001 - 2004
TNT Express Worldwide 1997 - 2001
Berlin, Masterschool and Ring language schools and Hunyadi Mátyás High School, Budapest, Hungary 1994 - 1997
Skills
Instructional Design, Facilitations, Teaching Adults, Training Delivery, E-Learning, Languages, Language Teaching, Business Analysis, Communication, Presentations, Solution Implementation, Facilitators, Strategy, Project Management, Workshop Facilitation, Program Management, Management, Analysis, Training, Time Management, CRM, Facilitation, Employee Training, Process Improvement, Human Resources, Sales, Marketing, Customer Service, Finance, Leadership, Coaching, Public Speaking, Change Management
Education
Schulich Executive Business School and Canadian Organization Development Institute 2012 — 2012
Rapid E-Learning Development Course, Completed
Schulich Executive Business School & Canadian Organization Development Institute 2011 — 2012
Masters Certificate in Adult Training and Development, Masters Certificate Program in Adult Education, Completed
University of Toronto - Ontario Institute for Studies in Education 2010 — 2012
George Brown College 2004 — 2007
Business Communication, Communication
Technical College of KOTK Budapest, Hungary 1998 — 1998
Transportation and Marketing Certificate
Eötvös Loránd University 1994 — 1998
German Teacher Degree (Bachelor of Arts), German Teacher
Kossuth Lajos Gimnazium
University of Toronto
Manulife Financial 2006 - Present
Canadian Securities Institute 2005 - 2006
Fairmont Hotels and Resorts 2005 - 2005
Freshfields Bruckhaus Deringer 2001 - 2004
TNT Express Worldwide 1997 - 2001
Berlin, Masterschool and Ring language schools and Hunyadi Mátyás High School, Budapest, Hungary 1994 - 1997
Skills
Instructional Design, Facilitations, Teaching Adults, Training Delivery, E-Learning, Languages, Language Teaching, Business Analysis, Communication, Presentations, Solution Implementation, Facilitators, Strategy, Project Management, Workshop Facilitation, Program Management, Management, Analysis, Training, Time Management, CRM, Facilitation, Employee Training, Process Improvement, Human Resources, Sales, Marketing, Customer Service, Finance, Leadership, Coaching, Public Speaking, Change Management
Education
Schulich Executive Business School and Canadian Organization Development Institute 2012 — 2012
Rapid E-Learning Development Course, Completed
Schulich Executive Business School & Canadian Organization Development Institute 2011 — 2012
Masters Certificate in Adult Training and Development, Masters Certificate Program in Adult Education, Completed
University of Toronto - Ontario Institute for Studies in Education 2010 — 2012
George Brown College 2004 — 2007
Business Communication, Communication
Technical College of KOTK Budapest, Hungary 1998 — 1998
Transportation and Marketing Certificate
Eötvös Loránd University 1994 — 1998
German Teacher Degree (Bachelor of Arts), German Teacher
Kossuth Lajos Gimnazium
University of Toronto
Aleks Gasienica's Canadian Securities Institute Experience 2000 - 2004
Job Medical Sales Representative at Duchesnay
Industry Pharmaceuticals
Experience
Duchesnay January 2008 - Present
VitalAire Canada Inc. March 2005 - January 2008
Roche Pharmaceuticals June 2004 - December 2004
Canadian Securities Institute 2000 - 2004
Skills
Sales
Education
Carleton University 1996 — 2000
BIB HON., International Business
Duchesnay January 2008 - Present
VitalAire Canada Inc. March 2005 - January 2008
Roche Pharmaceuticals June 2004 - December 2004
Canadian Securities Institute 2000 - 2004
Skills
Sales
Education
Carleton University 1996 — 2000
BIB HON., International Business